Original filing (PDF)20251014122323NAL0001339331001

PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY

Name: PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY — REVISED PENSION PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES, Form 5500 (2024)
Creator: PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY

Form 5500

FILING_RECEIVED

REVISED PENSION PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES

Defined-benefit pension plan

Signals · 3

41% in single holding11% employer stockNo recordkeeper disclosed

Active participants

275

Accounts w/ balance

—

Plan assets (EOY)

$212.1M

Net assets (EOY)

$211.9M

How this plan invests

This plan

4 pooled trusts

Schedule D

858 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY.

Plan sponsor

Name

PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY

EIN

23-0961349

Address

P.O. BOX 2361 · HARRISBURG, PA · 171052361

Phone

(717) 255-6881

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

MCKONLY & ASBURY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONNING ASSET MANAGEMENT	43-1267103	—	NONE	$328K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CONRAD SIEGEL	23-1669823	HARRISBURG, PA	NONE	$62K	—

Investments

858 direct securities · 4 pooled funds· $210.0M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$187.2M

4 holdings

Common Stock

$20.8M

855 holdings

Other securities

$2.0M

1 holding

Structured Credit (CLO/ABS)

$9K

2 holdings

					% of plan
CONNING US CREDIT(5-15 MATURITY) CONNING, INC. · EIN 30-6543051 / PN 003	Common Collective Trust	—	$19.6M	$87.8M	41.4%
CONNING US CREDIT(15-25 MATURITY) CONNING, INC. · EIN 30-6543051 / PN 004	Common Collective Trust	—	$13.6M	$51.0M	24.0%
CONNING US CREDIT(OVER 25 MATURITY) CONNING, INC. · EIN 30-6543051 / PN 005	Common Collective Trust	—	$50.0M	$33.4M	15.8%
CONNING US LONG CREDIT COLLECTIVE CONNING, INC. · EIN 30-6543051 / PN 001	Common Collective Trust	—	$94.1M	$15.0M	7.1%
FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND Short-Term Investment	Other securities	—	$2.0M	$2.0M	1.0%
APPLE INC Common Stock	Common Stock	—	$375K	$1.4M	0.7%
NVIDIA CORP Common Stock	Common Stock	—	$391K	$1.3M	0.6%
MICROSOFT CORP Common Stock	Common Stock	—	$462K	$1.2M	0.6%
AMAZON.COM INC Common Stock	Common Stock	—	$246K	$794K	0.4%
META PLATFORMS INC CL A Common Stock	Common Stock	—	$174K	$511K	0.2%
TESLA, INC Common Stock	Common Stock	—	$234K	$444K	0.2%
ALPHABET INC Common Stock	Common Stock	—	$216K	$442K	0.2%
BROADCOM INC Common Stock	Common Stock	—	$136K	$406K	0.2%
ALPHABET INC CAP STK CL C Common Stock	Common Stock	—	$256K	$372K	0.2%
BERKSHIRE HATHAWAY INC DEL Common Stock	Common Stock	—	$135K	$326K	0.2%
JPMORGAN CHASE & CO Common Stock	Common Stock	—	$99K	$275K	0.1%
LILLY (ELI) & CO Common Stock	Common Stock	—	$99K	$243K	0.1%
VISA INC CL A Common Stock	Common Stock	—	$60K	$198K	<0.1%
EXXON MOBIL CORP Common Stock	Common Stock	—	$123K	$192K	<0.1%
UNITEDHEALTH GROUP INC Common Stock	Common Stock	—	$67K	$185K	<0.1%
MASTERCARD INC Common Stock	Common Stock	—	$50K	$172K	<0.1%
COSTCO WHOLESALE CORP Common Stock	Common Stock	—	$58K	$161K	<0.1%
PROCTER & GAMBLE CO Common Stock	Common Stock	—	$83K	$156K	<0.1%
HOME DEPOT INC Common Stock	Common Stock	—	$52K	$154K	<0.1%
NETFLIX INC Common Stock	Common Stock	—	$42K	$153K	<0.1%
WALMART INC Common Stock	Common Stock	—	$60K	$153K	<0.1%
JOHNSON & JOHNSON Common Stock	Common Stock	—	$79K	$138K	<0.1%
SALESFORCE, INC. Common Stock	Common Stock	—	$48K	$128K	<0.1%
ABBVIE INC Common Stock	Common Stock	—	$55K	$124K	<0.1%
BANK AMER CORP Common Stock	Common Stock	—	$83K	$120K	<0.1%
ORACLE CORPORATION Common Stock	Common Stock	—	$41K	$105K	<0.1%
WELLS FARGO & COMPANY Common Stock	Common Stock	—	$65K	$100K	<0.1%
MERCK & CO INC Common Stock	Common Stock	—	$64K	$100K	<0.1%
CHEVRON CORPORATION Common Stock	Common Stock	—	$69K	$99K	<0.1%
COCA COLA CO Common Stock	Common Stock	—	$58K	$96K	<0.1%
CISCO SYSTEMS INC Common Stock	Common Stock	—	$45K	$95K	<0.1%
ACCENTURE PLC CLASS A Common Stock	Common Stock	—	$37K	$87K	<0.1%
SERVICENOW INC Common Stock	Common Stock	—	$34K	$86K	<0.1%
MCDONALDS CORP Common Stock	Common Stock	—	$35K	$83K	<0.1%
PEPSICO INC Common Stock	Common Stock	—	$54K	$83K	<0.1%
DISNEY WALT CO Common Stock	Common Stock	—	$50K	$81K	<0.1%
LINDE PLC COM Common Stock	Common Stock	—	$49K	$80K	<0.1%
INTERNATIONAL BUSINESS MACHS Common Stock	Common Stock	—	$44K	$80K	<0.1%
ADOBE SYS INC Common Stock	Common Stock	—	$33K	$79K	<0.1%
ABBOTT LABS Common Stock	Common Stock	—	$34K	$78K	<0.1%
ADVANCED MICRO DEVICES INC Common Stock	Common Stock	—	$44K	$78K	<0.1%
GOLDMAN SACHS GROUP Common Stock	Common Stock	—	$30K	$74K	<0.1%
PHILIP MORRIS INTL INC Common Stock	Common Stock	—	$39K	$74K	<0.1%
CATERPILLAR INC Common Stock	Common Stock	—	$31K	$73K	<0.1%
INTUITIVE SURGICAL INC Common Stock	Common Stock	—	$22K	$73K	<0.1%

1–50 of 862

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